Commence OnDemand User Help - Revision history

F.viau at 19:40, 18 March 2021

2021-03-18T19:40:58Z

J.collier at 19:37, 18 March 2021

2021-03-18T19:37:11Z

J.collier at 19:16, 28 May 2013

2013-05-28T19:16:48Z

J.collier: /* Digital Dashboard */ renamed to CRM Dashboard

2013-05-28T19:15:51Z

Digital Dashboard: renamed to CRM Dashboard

J.collier: removed hyphens

2013-05-28T19:15:21Z

removed hyphens

J.collier: /* Support */

2013-05-17T19:45:35Z

Support

J.collier at 16:47, 4 March 2013

2013-03-04T16:47:55Z

J.collier at 18:54, 15 November 2012

2012-11-15T18:54:09Z

Technowrites: /* Marketing */

2012-09-27T07:56:16Z

Marketing

Technowrites at 06:40, 27 September 2012

2012-09-27T06:40:56Z

@@ Line 1: / Line 1: @@
-This guide is designed to help you to become familiar with the On Demand software. It provides an overview of the system and instructions for performing many of the most common operations.
+This guide is designed to help you to become familiar with the software. It provides an overview of the system and instructions for performing many of the most common operations.
 == Introduction ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/Main_Page/Introduction-announce Introduction]
-Commence is a powerful web-based Customer Relationship Management (CRM) solution for managing client and sales related information.  On Demand provides a comprehensive suite of tightly integrated applications that manage accounts, contacts, marketing, sales, leads, opportunities and customer service.
+Commence is a powerful web-based Customer Relationship Management (CRM) solution for managing client and sales related information.  Commence provides a comprehensive suite of tightly integrated applications that manage accounts, contacts, marketing, sales, leads, opportunities and customer service.
 == Logging On ==
@@ Line 66: / Line 66: @@
 == Saved Searches and Lists ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/SavedSearchesandLists Saved Searches and Lists]
-There are many effective ways to manage records by name, grouping or other categorical descriptors. Commence On Demand enables your company to share a range of accounts lists, and also allows individual users to create and save “Saved Searches” from any of those lists. The lists come in handy when doing mail merge, emails or reports.
+There are many effective ways to manage records by name, grouping or other categorical descriptors. Commence enables your company to share a range of accounts lists, and also allows individual users to create and save “Saved Searches” from any of those lists. The lists come in handy when doing mail merge, emails or reports.

@@ Line 3: / Line 3: @@
 == Introduction ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/Main_Page/Introduction-announce Introduction]
-Commence On Demand is a powerful web-based Customer Relationship Management (CRM) solution for managing client and sales related information.  On Demand provides a comprehensive suite of tightly integrated applications that manage accounts, contacts, marketing, sales, leads, opportunities and customer service.
+Commence is a powerful web-based Customer Relationship Management (CRM) solution for managing client and sales related information.  On Demand provides a comprehensive suite of tightly integrated applications that manage accounts, contacts, marketing, sales, leads, opportunities and customer service.
 == Logging On ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/LoggingOn-announce Logging On]
-Since On-Demand is a web-based service, you log on in the same way as other web sites requiring a Username and Password. Like other sites on the World Wide Web (WWW) you will access On Demand by using a web address called a Uniform Resource Locator (URL).  Your address will be provided to you by your Commence sales representative or your organization’s System Administrator.
+Since Commence is a web-based service, you log on in the same way as other web sites requiring a Username and Password. Your website URL address will be provided to you by your Commence sales representative or your organization’s System Administrator.
 == CRM Dashboard ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/CRM_Dashboard CRM Dashboard]
-The CRM Dashboard is your “home page” when using the On Demand software.  This is the first screen you will see when logging onto the system.  Here you will find a quick snapshot of daily activities such as e-mail, calendar, opportunities, alerts and company news.  To access this page from other modules, click on the House icon at the top left of your screen.
+The CRM Dashboard is your home page.  This is the first screen you will see when logging onto the system.  Here you will find a quick snapshot of daily activities such as calendar, opportunities, alerts and new leads.  To access this page from other modules, click on the Home tab at the top left of your screen.
 == Leads ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/Leads Leads]
-A “Lead” is considered a name of a person or business that is not yet a qualified account. Some companies may use an inside sales team to qualify leads then pass the “hot ones” on to the sales team. Sales people may be doing this task themselves from imported lists, trade show guests or other sources. Having a separate repository of Leads is critical to ensure that your “Account” lists are not cluttered with hundreds of less valuable records.
+A “Lead” is considered a name of a person or business that is not yet a qualified account. Some companies may use an inside sales team to qualify leads then pass the “hot ones” on to the sales team. Sales people may be doing this task themselves from imported lists, trade show guests or other sources. Having a separate repository of Leads is critical to ensure that your Account lists are not cluttered with hundreds of less valuable records.
 == Accounts ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts Accounts]
-Maintaining Account and Contact information is central to every On Demand activity. Sales, Leads, Marketing, Support, Calendar appointments, etc., all revolve around your accounts. In most cases, entering account information is the first thing you will want to do as a new On Demand user.  Then, you may wish to build a database of other information associated with those accounts.
+Maintaining Account and Contact information is central to every activity. Sales, Leads, Marketing, Support, Calendar appointments, etc., all revolve around your accounts. In most cases, entering account information is the first thing you will want to do as a new user.  Then, you may wish to build a database of other information associated with those accounts.
 == Calendar ==
@@ Line 27: / Line 27: @@
 == Activities ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/Activities Activities]
-During the course of a business day, many events can be hap-pening simultaneously, whether they’ve been scheduled or not.  Activities may or may not appear in your calendar. If no time is associated with an activity, it will appear on your Activity list, along with scheduled items. Items that had no time associated may be given a time at a later date and then appear in the ca-lendar.
+During the course of a business day, many events can be happening simultaneously, whether they’ve been scheduled or not.  Activities may or may not appear in your calendar. If no time is associated with an activity, it will appear on your Activity list, along with scheduled items. Items that had no time associated may be given a time at a later date and then appear in the calendar.
 == Sales Opportunities ==
@@ Line 35: / Line 35: @@
 == Marketing ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/Marketing Marketing]
-On-Demand supports four types of marketing activity:
+Commence supports the following types of marketing activity:
-# '''Promotions'''
+# '''Campaigns'''
 # '''Events'''
 # '''Mail Merge'''
-You may work with any one of these by making the corres-ponding selection from the Marketing Module Action panel.
+You may work with any one of these by making the corresponding selection from the Marketing Module Action panel.
-'''Promotions, Literature Fulfillment, and Events''' record information for reference and function in a very similar manner. Mail Merge allows you to launch a mailing or Email campaign from within On Demand.
+'''Promotions, Literature Fulfillment, and Events''' record information for reference and function in a very similar manner. Mail Merge allows you to launch a mailing or Email campaign from within Commence.
 == Support ==
@@ Line 58: / Line 58: @@
 == Analytics ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/Analytics Analytics]
-Various charts and other graphics may appear on your screen when the “Analytics” module is selected.  These graphs present data based upon the information in your On Demand database.
+Various charts and other graphics may appear on your screen when the “Analytics” module is selected.  These graphs present data based upon the information in your database.
 == Reports ==

← Older revision		Revision as of 19:16, 28 May 2013
Line 1:		Line 1:
−	This guide is designed to help you to become familiar with the On-Demand software. It provides an overview of the system and instructions for performing many of the most common operations.	+	This guide is designed to help you to become familiar with the On Demand software. It provides an overview of the system and instructions for performing many of the most common operations.

	== Introduction ==		== Introduction ==

@@ Line 9: / Line 9: @@
 Since On-Demand is a web-based service, you log on in the same way as other web sites requiring a Username and Password. Like other sites on the World Wide Web (WWW) you will access On Demand by using a web address called a Uniform Resource Locator (URL).  Your address will be provided to you by your Commence sales representative or your organization’s System Administrator.
-== Digital Dashboard ==
+== CRM Dashboard ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/CRM_Dashboard CRM Dashboard]
 The CRM Dashboard is your “home page” when using the On Demand software.  This is the first screen you will see when logging onto the system.  Here you will find a quick snapshot of daily activities such as e-mail, calendar, opportunities, alerts and company news.  To access this page from other modules, click on the House icon at the top left of your screen.
 == Leads ==

@@ Line 3: / Line 3: @@
 == Introduction ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/Main_Page/Introduction-announce Introduction]
-Commence On-Demand is a powerful web-based Customer Relationship Management (CRM) solution for managing client and sales related information.  On-Demand provides a compre-hensive suite of tightly integrated applications that manage ac-counts, contacts, marketing, sales, leads, opportunities and cus-tomer service.
+Commence On Demand is a powerful web-based Customer Relationship Management (CRM) solution for managing client and sales related information.  On Demand provides a comprehensive suite of tightly integrated applications that manage accounts, contacts, marketing, sales, leads, opportunities and customer service.
 == Logging On ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/LoggingOn-announce Logging On]
-Since On-Demand is a web-based service, you log on in the same way as other web sites requiring a Username and Pass-word.Like other sites on the World Wide Web (WWW) you will access On-Demand by using a web address called a Uniform Resource Locator (URL).  Your address will be provided to you by your Commence sales representative or your organization’s System Administrator.
+Since On-Demand is a web-based service, you log on in the same way as other web sites requiring a Username and Password. Like other sites on the World Wide Web (WWW) you will access On Demand by using a web address called a Uniform Resource Locator (URL).  Your address will be provided to you by your Commence sales representative or your organization’s System Administrator.
 == Digital Dashboard ==
-* [http://staging1.commenceonline.com/mediawiki/index.php/DigitalDashboard Digital Dashboard]
+* [http://staging1.commenceonline.com/mediawiki/index.php/CRM_Dashboard CRM Dashboard]
-The Digital Dashboard is your “home page” when using the On-Demand software.  This is the first screen you will see when log-ging onto the system.  Here you will find a quick snapshot of daily activities such as e-mail, calendar, opportunities, alerts and company news.  To access this page from other modules, click on the House icon at the top left of your screen.
+The CRM Dashboard is your “home page” when using the On Demand software.  This is the first screen you will see when logging onto the system.  Here you will find a quick snapshot of daily activities such as e-mail, calendar, opportunities, alerts and company news.  To access this page from other modules, click on the House icon at the top left of your screen.
 == Leads ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/Leads Leads]
-A “Lead” is considered a name of a person or business that is not yet a qualified account. Some companies may use an inside sales team to qualify leads then pass the “hot ones” on to the sales team. Sales people may be doing this task themselves from imported lists, trade show guests or other sources. Having a separate repository of Leads is critical to ensure that your “Ac-counts” lists are not cluttered with hundreds of less-valuable records.
+A “Lead” is considered a name of a person or business that is not yet a qualified account. Some companies may use an inside sales team to qualify leads then pass the “hot ones” on to the sales team. Sales people may be doing this task themselves from imported lists, trade show guests or other sources. Having a separate repository of Leads is critical to ensure that your “Account” lists are not cluttered with hundreds of less valuable records.
 == Accounts ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts Accounts]
-Maintaining Account and Contact information is central to every On-Demand activity.  Sales, Leads, Marketing, Support, Calendar appointments, etc., all revolve around your accounts.
+Maintaining Account and Contact information is central to every On Demand activity. Sales, Leads, Marketing, Support, Calendar appointments, etc., all revolve around your accounts. In most cases, entering account information is the first thing you will want to do as a new On Demand user.  Then, you may wish to build a database of other information associated with those accounts.
 == Calendar ==
@@ Line 43: / Line 42: @@
 You may work with any one of these by making the corres-ponding selection from the Marketing Module Action panel.
-'''Promotions, Literature Fulfillment, and Events''' record in-formation for reference and function in a very similar manner.
+'''Promotions, Literature Fulfillment, and Events''' record information for reference and function in a very similar manner. Mail Merge allows you to launch a mailing or Email campaign from within On Demand.
 == Support ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/Support Support]
 On-Demand is designed to help your customer support efforts in three key areas:
-# '''Tickets''' – specific, known customer support issues
+# '''Tickets''' – specific customer support issues
 # '''FAQs''' – Answers to Frequently Asked Questions
 # '''Knowledgebase''' – A database of articles containing information about your products and services, which are helpful to existing and potential customers.
@@ Line 56: / Line 54: @@
 == Documents ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/Documents Documents]
-The Documents module represents a library of company re-lated documents.  Documents are grouped in folders which may be nested creating a tree of folders similar to the folder tree found on a typical PC hard drive
+The Documents module represents a library of company related documents.  Documents are grouped in folders which may be nested creating a tree of folders similar to the folder tree found on a typical PC hard drive. Each user within your organization will have their own folder for retaining documents.  Other folders (and nested folders) may be created as desired.
 == Analytics ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/Analytics Analytics]
-Various charts and other graphics may appear on your screen when the “Analytics” module is selected.  These graphs present data based upon the information in your On-Demand database.
+Various charts and other graphics may appear on your screen when the “Analytics” module is selected.  These graphs present data based upon the information in your On Demand database.
 == Reports ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/Reports Reports]
-Various reports are included with Commence on-Demand and your administrator may create new ones, allowing you to man-age a wide range of activity about your business.
+Various reports are built-in and your administrator may create new ones, allowing you to manage a wide range of activity about your business.
 == Saved Searches and Lists ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/SavedSearchesandLists Saved Searches and Lists]
-There are many effective ways to manage records by name, grouping or other cate-gorical descriptors. Commence OnDemand enables your company to share a range of accounts lists, and also allows individual users to create and save “Saved Searches” from any of those lists. The lists come in handy when doing mail merge, emails or re-ports.
+There are many effective ways to manage records by name, grouping or other categorical descriptors. Commence On Demand enables your company to share a range of accounts lists, and also allows individual users to create and save “Saved Searches” from any of those lists. The lists come in handy when doing mail merge, emails or reports.

← Older revision		Revision as of 18:54, 15 November 2012
Line 74:		Line 74:
	* [http://staging1.commenceonline.com/mediawiki/index.php/SavedSearchesandLists Saved Searches and Lists]		* [http://staging1.commenceonline.com/mediawiki/index.php/SavedSearchesandLists Saved Searches and Lists]
	There are many effective ways to manage records by name, grouping or other cate-gorical descriptors. Commence OnDemand enables your company to share a range of accounts lists, and also allows individual users to create and save “Saved Searches” from any of those lists. The lists come in handy when doing mail merge, emails or re-ports.		There are many effective ways to manage records by name, grouping or other cate-gorical descriptors. Commence OnDemand enables your company to share a range of accounts lists, and also allows individual users to create and save “Saved Searches” from any of those lists. The lists come in handy when doing mail merge, emails or re-ports.
−
−	~~== Conclusion ==~~
−	* [http://staging1.commenceonline.com/mediawiki/index.php/Conclusion Conclusion]
−	~~This getting started guide was designed to assist you with utilizing the basic features in Commence On-Demand. If you require additional assistance please contact Com-mence Customer Service.~~